Investment Management Philosophy

Human emotions are rich and complex and form a powerful foundation for the enjoyment of our personal lives. Those same emotions, however, often have a different function when it comes to our investment and economic decision making. Emotional investors often make the wrong decisions for the wrong reasons.

This is where Capital Advisory Group, Inc. has been helping our clients for over 25 years. We start by first quantifying your desired and acceptable levels of risk exposure prior to embarking on the investment process.

This aids us in managing portfolios based on objective standards whose signals are clear and respected regardless of our levels of optimism or pessimism at the time. Our process strives to take emotions, cognitive errors, and psychological biases out
of the investment equation, allowing for objective decisions to drive a consistent, reliable process that you can support and trust.

Our goal is to partner with you to come up with a portfolio that matches your goals and risk tolerance. We can design a portfolio as complex or as simple as you desire.

Before we do any investing, we undertake an interview process with each client that helps to formulate a customized Investment Policy Statement (IPS) or strategy.

The IPS provides an understanding of each client’s investment objectives and risk profile. We work together to set realistic goals, given a client's risk tolerance, time horizon, and any circumstances that might affect a client’s investment objectives.

At CAG we recognize that an active approach to fund management can add value to a portfolio because of the opportunities it can seize.

We firmly believe that the additional cost of adopting an active management strategy can easily be justified by the potential value added. However we also recognize that a passive approach to fund management can allow our clients to simply ‘track’ the markets at an overall lower cost.

By adopting an open mind to both active and passive investment strategies we give our clients the best of both worlds

We accomplish this by gaining exposure to more strategic and special market opportunities through our active managers and where low cost, relative market performance is required or optimal in the portfolio we include passive strategies such as index
funds and ETF's to accomplish your goals and objectives.

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Capital Advisory Group, Inc. (“CAG”) is an SEC registered investment adviser located in Dallas, Texas. CAG and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which CAG maintains clients. CAG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CAG’sweb site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CAG’s web site on the Internet should not be construed by any consumer and/or prospective client as CAG’ssolicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CAG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of CAG’s current written disclosure statement discussing CAG’s business operations, services, and fees is available from CAG upon written request. CAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CAG web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.